We are live on ! Find out more
MA icon

Mastercard

3,137 hedge funds and large institutions have $351B invested in Mastercard in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 1,254 increasing their positions, 1,229 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 122

12% more capital invested

Capital invested by funds: $315B → $351B (+$36.7B)

6% more funds holding in top 10

Funds holding in top 10: 259275 (+16)

1.15% more ownership

Funds ownership: 77.33%78.49% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 1,254 | Existing positions reduced: 1,229

1% more funds holding

Funds holding: 3,1123,137 (+25)

12% less call options, than puts

Call options by funds: $2.72B | Put options by funds: $3.09B

Holders
3,137
Holders Change
+25
Holders Change %
+0.8%
% of All Funds
45.04%
Holding in Top 10
275
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+6.18%
% of All Funds
3.95%
New
183
Increased
1,254
Reduced
1,229
Closed
122
Calls
$2.72B
Puts
$3.09B
Net Calls
-$374M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2601
Atlas Wealth Partners
Pennsylvania
$358K
DFA
2602
DHJJ Financial Advisors
Illinois
$358K
XWM
2603
Xcel Wealth Management
Florida
$358K
VAM
2604
Verity Asset Management
North Carolina
$357K -$29.8K -64 -8%
WC
2605
Woodstock Corp
Massachusetts
$357K -$5.12K -11 -1%
CWA
2606
Carolina Wealth Advisors
South Carolina
$357K +$44.6K +96 +15%
KF
2607
KKM Financial
Illinois
$356K
GGI
2608
Godsey & Gibb Inc
Virginia
$356K +$14K +30 +4%
CCM
2609
Crew Capital Management
Ohio
$356K
FFA
2610
Fi3 Financial Advisors
Indiana
$354K -$24.6K -53 -7%
UFF
2611
USA Financial Formulas
Michigan
$354K -$36.7K -79 -10%
SI
2612
Stonekeep Investments
New Mexico
$354K
SF
2613
Safeguard Financial
Wisconsin
$354K +$44.6K +96 +15%
AFG
2614
ABLE Financial Group
Arizona
$354K -$2.79K -6 -0.8%
MPIA
2615
Mountain Pacific Investment Advisers
Idaho
$353K -$37.2K -80 -10%
AIA
2616
AIMZ Investment Advisors
California
$353K
OPCM
2617
Osborne Partners Capital Management
California
$352K +$7.91K +17 +2%
CWP
2618
Core Wealth Partners
California
$352K +$331K +712 New
SFG
2619
SNS Financial Group
Minnesota
$352K +$6.05K +13 +2%
AC
2620
Allstate Corporation
Illinois
$351K -$933K -2,006 -74%
UB
2621
Umpqua Bank
Oregon
$350K +$73.5K +158 +29%
PFS
2622
Prospect Financial Services
New York
$349K +$329K +707 New
KWM
2623
Kaydan Wealth Management
Michigan
$348K
TS
2624
Tamar Securities
California
$348K +$2.33K +5 +0.7%
HCP
2625
Hexagon Capital Partners
Arkansas
$348K +$40.9K +88 +14%

MA Hedge Fund Activity: Q3 2024 in Review

3,137 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Mastercard (MA) for Q3 2024, worth a combined $351B — up 12% from $315B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new MA positions and 122 closed out — a net gain of 61 holders — while 1,254 added to existing stakes and 1,229 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was DZ Bank, cutting an estimated $589M.

  • 3,137 institutional investors held Mastercard (MA) as of Q3 2024, up from 3,112 in Q2 2024.
  • Funds reported $351B of Mastercard stock for Q3 2024, up 12% quarter-over-quarter.
  • 183 funds opened new Mastercard positions in Q3 2024 and 122 closed out, a net change of +61 holders.
  • The largest Mastercard buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Mastercard seller in Q3 2024 was DZ Bank, an estimated $589M sold.

Based on aggregated 13F filings for Q3 2024.